Assigning Delegate Permissions

Exchange has a feature that enables you to give other users permission to access your Exchange account. When you assign this permission to another user, that user is a delegate. You can enable a delegate to perform the following tasks on your behalf:

• Read your email messages and send messages on your behalf.

• View your appointments, add new appointments, and update existing appointments.

• View your tasks, add new tasks, and update existing tasks.

• View your contacts, add new contacts, and update existing contacts.

If you have not used Microsoft Outlook with your Exchange account before, the delegate features do not function correctly in Email and Calendar. When you choose Tools -> Settings, then click Delegation for Exchange, the message Error reading Delegates list is displayed.

If you plan to migrate from Outlook to Email and Calendar, and you want to use the delegate features, you must specify all the delegate options in Outlook before you migrate.

If the delegate features are not available to you, you can set permissions on your folders for another user instead. Then that user can open your folder in their own folder pane. For information about how to set access permissions for a folder, see To Set Access Permissions for a Folder. For information about how to open the folder of another user, see To Open the Folder of Another User.

To Configure a User as a Delegate

Perform the following steps:

1. Choose Tools -> Settings.

2. Click Delegation for Exchange in the left pane.

3. In the Delegating to Others tabbed section, click Add.

4. Enter the name of the user in the Delegate To field on the Select User dialog. Alternatively, to select a user from a GAL or a list of contacts, click on the Addressbook button. Use the Select Contacts from Addressbook dialog to select a user.

5. Click OK on the Select User dialog to assign the user as a delegate.

6. Click OK on the Settings dialog.

To Specify Access Permissions for a Delegate

Perform the following steps:

1. Choose Tools -> Settings.

2. Click Delegation for Exchange in the left pane.

3. In the Delegating to Others tabbed section, select the delegate whose permissions you want to modify, then click Edit.

4. On the Permissions for username dialog, select the permissions for the delegate for your Calendar, Contacts, Inbox, and Tasks folders. Select the role for the delegate from the drop-down list beside each folder. A set of permissions is associated with each role. For example, if you select the Author role, the delegate can read the contents of the folder and add items to the folder.

5. Select the Delegate can see private items option to enable the delegate to view appointments, meetings, and tasks whose Classification is Private.

6. Click OK on the Permissions for username dialog.

7. Click OK on the Settings dialog.

To Remove a Delegate

Perform the following steps:

1. Choose Tools -> Settings.

2. Click Delegation for Exchange in the left pane.

3. In the Delegating to Others tabbed section, select the delegate that you want to remove, then click Remove.

4. Click Yes on the confirmation dialog.

5. Click OK on the Settings dialog.

To View Users For Whom You are a Delegate

Perform the following steps:

1. Choose Tools -> Settings.

2. Click Delegation for Exchange in the left pane.

3. Click on the Acting as a Delegate tab. The table in the tabbed section displays the list of users for whom you are a delegate.

   If you want to send email messages on behalf of the user, select the check box next to the name of the user. When you compose a message, you can select the email address of the user from the From drop-down list.

4. Click Close to close the Settings dialog.